Wealth Group LTD Schwab Strategic Tr Us Broad M Transaction History

Wealth Group LTD

  • $346 Billion
  • Q4 2024

A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Group LTD holds 148,327 shares of SCHB stock, worth $3.51 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
148,327
Previous 51,262 189.35%
Holding current value
$3.51 Million
Previous $3.41 Billion 1.26%
% of portfolio
0.97%
Previous 0.99%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
BUY
$22.01 - $66.82 $2.14 Million - $6.49 Million
97,065 Added 189.35%
148,327 $3.37 Billion
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $13,544 - $15,033
-226 Reduced 0.44%
51,262 $3.41 Billion
Q2 2024

Jul 09, 2024
SELL
$57.57 - $63.3 $25,158 - $27,662
-437 Reduced 0.84%
51,488 $3.24 Billion
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $5,406 - $6,043
-99 Reduced 0.19%
51,925 $3.15 Billion
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $2.48 Million - $2.91 Million
52,024 New
52,024 $2.99 Billion

Others Institutions Holding SCHB

# of Institutions
1,255
Shares Held
431M
Call Options Held
298K
Put Options Held
31.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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